Position in TRV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$42,552,797
+$6,201,596 QoQ
Shares Held
128,901
+3.4% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#133
of 1,829 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 41%
Shared 19%
None 39%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Cerity Partners LLC holds $396,784,163 across 30 Insurance - Property & Casualty names. TRV ranks #4 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
425,907 | $145,123,550 | |
| 2 | WRB |
Berkley W R Corp
|
814,688 | $57,459,944 | |
| 3 | PGR |
Progressive Corp/Oh/
|
234,718 | $51,274,145 | |
| 4 | TRV |
Travelers Companies, Inc.
This page
|
128,901 | $42,552,797 | |
| 5 | ALL |
Allstate Corp
|
61,746 | $14,691,841 | |
| 6 | MKL |
Markel Group Inc.
|
6,063 | $11,841,097 | |
| 7 | CINF |
Cincinnati Financial Corp
|
62,371 | $11,547,366 | |
| 8 | THG |
Hanover Insurance Group, Inc.
|
39,892 | $8,541,673 |
All Filings in TRV
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,552,797 | 128,901 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $36,351,201 | 124,627 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $33,272,201 | 114,708 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $30,872,796 | 110,568 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $27,532,808 | 102,911 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $23,385,404 | 88,427 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $18,178,041 | 75,462 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $17,272,671 | 73,777 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $13,669,734 | 67,226 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $15,623,514 | 67,887 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $10,591,624 | 55,602 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $7,932,946 | 48,576 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $10,125,940 | 58,309 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $9,107,184 | 53,131 | Shares | Sole | 2023-05-11 | |
| 2022-06-30 | $9,117,629 | 53,909 | Shares | Other | 2022-08-10 | |
| 2021-09-30 | $1,031,387 | 6,785 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $1,034,346 | 6,909 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,044,227 | 6,943 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $1,028,490 | 7,327 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $791,842 | 7,319 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $862,218 | 7,560 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $834,838 | 8,403 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||